EWA

EP Wealth Advisors Portfolio holdings

AUM $15.2B
1-Year Est. Return 15.53%
This Quarter Est. Return
1 Year Est. Return
+15.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.55B
AUM Growth
+$1.14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$169M
2
+$53.2M
3
+$46.1M
4
RTX icon
RTX Corp
RTX
+$44.4M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$37.4M

Top Sells

1
+$31.2M
2
+$8.51M
3
+$6.22M
4
CI icon
Cigna
CI
+$5.62M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$5.32M

Sector Composition

1 Technology 10.23%
2 Healthcare 7.07%
3 Financials 5.31%
4 Industrials 4.35%
5 Consumer Discretionary 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$284K 0.01%
17,796
-1,002
477
$281K 0.01%
+3,502
478
$280K 0.01%
+8,769
479
$278K 0.01%
+1,758
480
$277K 0.01%
+6,813
481
$277K 0.01%
+8,935
482
$277K 0.01%
+8,545
483
$276K 0.01%
+2,024
484
$274K ﹤0.01%
+6,586
485
$273K ﹤0.01%
+3,989
486
$272K ﹤0.01%
+765
487
$271K ﹤0.01%
+583
488
$271K ﹤0.01%
+4,131
489
$270K ﹤0.01%
+2,689
490
$270K ﹤0.01%
+2,236
491
$266K ﹤0.01%
+7,675
492
$265K ﹤0.01%
+1,116
493
$265K ﹤0.01%
+20,840
494
$260K ﹤0.01%
+5,800
495
$259K ﹤0.01%
21,809
+867
496
$258K ﹤0.01%
+4,339
497
$256K ﹤0.01%
26,962
-2,999
498
$255K ﹤0.01%
+5,116
499
$255K ﹤0.01%
+3,527
500
$254K ﹤0.01%
+4,044
18 19
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